Allegis Investment Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Allegis Investment Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$5.73M	Buy	109,206 +33,714	+45%	+$1.79M	1.76%	12
2017 Q4	$3.91M	Buy	+75,492	New	+$3.86M	1.15%	16
2016 Q1	–	Sell	-42	Closed	-$2K	–	628
2015 Q4	$2K	Buy	+42	New	+$1.69K	﹤0.01%	997

Other funds holding MDYG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Chartist Inc Seal Beach, California $139M AUM

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allegis Investment Advisors's MDYG Position: Q1 2018 in Review

Allegis Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 45% in Q1 2018, buying an estimated $1.79M and bringing the position to 109,206 shares worth $5.73M. The position accounts for 1.76% of the portfolio, ranked #12.

Allegis Investment Advisors first reported a position in MDYG in Q4 2015 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold MDYG as of Q1 2018.

Allegis Investment Advisors held 109,206 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $5.73M as of Q1 2018.
Allegis Investment Advisors bought 33,714 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q1 2018, an estimated $1.79M.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.76% of Allegis Investment Advisors's portfolio in Q1 2018, its #12 holding.
Allegis Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2015 and has held it in 3 quarters since.
158 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.